Live Financial Events
Join us for expert-led live financial events that delve into cutting-edge strategies, financial behavior insights, and industry trends. Stay ahead with exclusive content crafted by seasoned professionals, equipping you with the tools to navigate the dynamic personal finance space.
Latest Past Events
Future Proof Your Practice
This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight […]
The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice
Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes […]
Navigating Goal Congruence with Couples
This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence. Being on the same page with goals is crucial for the […]